Manager
Windsor, Connecticut, United States of America
Full Time
2 weeks ago
$78,000 - $165,000 USD
No Visa Sponsorship
About this role
Role Overview
- Lead and develop team operations by managing daily workflows.
- Act as the primary client and internal escalation point.
- Oversee client onboarding and fund launches.
- Manage fund data integrity and reporting.
- Ensure regulatory compliance and due diligence by partnering with auditors.
- Drive process improvement and departmental initiatives.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required.
- 5+ years of experience in Investor Services, fund administration, alternative investments, or related financial services operations.
- 2+ years of people management experience.
- Proven experience serving as a client-facing escalation point.
- Demonstrated ability to drive process improvement initiatives.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off
- holidays
- parental leave
- professional development reimbursement opportunity